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    NEWS TAGGED INVESTMENT
    Friday 28 August 2026
    China chip profits jump 18.5-fold on AI demand; advanced-node self-sufficiency seen at 66% by 2035
    China's AI investment boom is translating into sharply higher semiconductor profits while accelerating a longer-term expansion of domestic advanced-node capacity, memory production...
    Friday 28 August 2026
    Anthropic sets sights on custom hardware to fuel AI ambitions, reportedly eyed $7B MatX deal
    In an effort to accelerate its custom silicon initiative and curb reliance on external hardware suppliers, artificial intelligence developer Anthropic held discussions to acquire AI...
    Friday 28 August 2026
    AI packaging race heats up: Taiwan OSATs plan US$14.6 billion capex

    The AI investment cycle is spreading from leading-edge wafer fabrication into semiconductor packaging and testing, with Taiwan's largest...

    Friday 28 August 2026
    SK Hynix weighs closer ties with Kioxia in NAND
    SK Hynix is weighing closer cooperation with Japan's Kioxia Holdings in NAND flash, extending the strategic message from its newly launched US HBM expansion into a memory segment where...
    Friday 28 August 2026
    Lam Research breaks ground on Oregon lab expansion for AI chip development
    Lam Research has begun work on a new Oregon research lab as part of a more than US$3 billion global investment aimed at speeding development of advanced AI chips. The expansion could...
    Friday 28 August 2026
    Kioxia, Sandisk plan more than US$31 billion in Japan investments
    A major chipmaking investment in Japan could ripple through global supply chains as demand for artificial intelligence infrastructure accelerates. Kioxia and Sandisk say the spending...
    Thursday 27 August 2026
    Siemens Taiwan chief to lead European Chamber in Taiwan from September 2026
    The European Chamber of Commerce Taiwan said on August 27 that Siemens Taiwan president and chief executive Frank Grunert will become its chairperson on September 1, 2026. The decision...
    Thursday 27 August 2026
    Kioxia weighs third Kitakami fab as NAND demand rises
    Kioxia Holdings is weighing construction of a new manufacturing building at its Kitakami plant in northern Japan, as rising NAND demand pushes the memory maker toward its next phase...
    Thursday 27 August 2026
    China OLED buildout lifts Korean equipment sales as backlogs grow
    Chinese panel makers' investment in next-generation OLED production is beginning to translate into reported sales at South Korean equipment suppliers, with several vendors posting...
    Thursday 27 August 2026
    Moody's lifts South Korea GDP forecast on hard-to-replace memory chips
    Moody's has sharply raised its forecast for South Korea's 2026 economic growth to 3.5%, saying the country's semiconductor boom and export strength will last longer than expected and...
    Thursday 27 August 2026
    Ablecom takes control of Jochu to expand AI server rack, liquid cooling business
    Ablecom Technology said it had joined a private placement for Jochu Technology and become the listed company's largest shareholder, giving the Taiwan-based chassis and thermal solutions...
    Thursday 27 August 2026
    Lambda eyes US$3B funding ahead of 2027 IPO
    Lambda, the Nvidia-backed neocloud provider, is seeking to raise as much as US$3 billion before a planned 2027 listing, with its valuation potentially reaching US$12 billion, according...
    Thursday 27 August 2026
    Nvidia's answer to custom silicon is the half of the market that will never build any
    The sharpest question on Nvidia's second-quarter call came a Bank of America analyst, who noted that OpenAI and Anthropic - both major beneficiaries of Nvidia's ecosystem investment...
    Wednesday 26 August 2026
    Record mid-2026 growth for WUS Printed Circuit and China's pivot to ultra-high-layer PCBs
    The global hardware supply chain is undergoing a structural transformation, driven by an unprecedented surge in artificial intelligence infrastructure investment. "This shift has brought...
    Wednesday 26 August 2026
    Malaysia mobility sector embraces Chinese firms as investment catalyst

    Malaysia's mobility industry is welcoming a larger role for Chinese automakers, with investment, technology exchange and supplier development emerging as key themes at...

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    BIZ FOCUS
    Aug 27, 08:00
    ASMPT Showcases Advanced Packaging Innovation at SEMICON Taiwan 2026
    Tuesday 25 August 2026
    Conquer Advances Circuit Protection for AI Power With 50 Years of Expertise
    Tuesday 25 August 2026
    CYP Launches 4K60 Seamless Matrix Switcher to Simplify Multi-Source Operation
    Monday 24 August 2026
    STMicroelectronics Unveils ISO 21780-Compliant 48V Pre-Driver with 8-Channel Flexibility
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